Leading Edge Financial Planning’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Leading Edge Financial Planning’s Portfolio DUSB Stock Details DUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.17M	Buy	161,750 +10,663	+7%	+$541K	1.69%	11
2026 Q2	$7.67M	Buy	151,087 +11,283	+8%	+$573K	1.37%	15
2026 Q1	$7.09M	Buy	139,804 +8,151	+6%	+$414K	1.49%	15
2025 Q4	$6.67M	Buy	131,653 +13,882	+12%	+$705K	1.52%	15
2025 Q3	$5.98M	Buy	117,771 +13,900	+13%	+$706K	1.5%	15
2025 Q2	$5.27M	Buy	103,871 +9,279	+10%	+$471K	1.47%	15
2025 Q1	$4.8M	Buy	94,592 +7,891	+9%	+$400K	1.5%	14
2024 Q4	$4.39M	Buy	+86,701	New	+$4.4M	1.44%	14

Other funds holding DUSB

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Sterling Wealth Management Champaign, Illinois $388M AUM 12.77% 1-Year Est. Return

Pillar Financial Advisors Louisville, Kentucky $183M AUM 13.68% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Leading Edge Financial Planning's DUSB Position: Q3 2026 in Review

Leading Edge Financial Planning increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 7.1% in Q3 2026, buying an estimated $541K and bringing the position to 161,750 shares worth $8.17M. The position accounts for 1.69% of the portfolio, ranked #11.

Leading Edge Financial Planning first reported a position in DUSB in Q4 2024 and has held it in 8 quarters since. 72 funds tracked by Wall St. Rank hold DUSB as of Q3 2026.

Leading Edge Financial Planning held 161,750 shares of Dimensional Ultrashort Fixed Income ETF worth $8.17M as of Q3 2026.
Leading Edge Financial Planning bought 10,663 Dimensional Ultrashort Fixed Income ETF shares in Q3 2026, an estimated $541K.
Dimensional Ultrashort Fixed Income ETF made up 1.69% of Leading Edge Financial Planning's portfolio in Q3 2026, its #11 holding.
Leading Edge Financial Planning first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
72 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2026.

Based on Leading Edge Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.